Let’s maximise your earnings by helping you source investment opportunities that minimise your financial risks and deliver maximum returns now and in the future.
International financial markets can be complex, and unless you monitor them daily, it can be difficult to know where to invest your money; this is where we come in.
How do you decide which investment opportunities are right for you?
At Ambient Wealth, we work with UK expatriates and internationals who want to ensure their investment portfolios work as hard as they do. We’re here to help you select investment opportunities that are best suited to your objectives and deliver the returns and tax benefits you deserve.
We’re not just here to assist in managing your assets; we believe in building partnerships based on trust and transparency to ensure you feel securely guided throughout your investment journey.
Thanks to our in-depth understanding of international investing, the investment professionals we work alongside and our knowledge of expats’ financial needs, we’re able to develop personalised investment solutions that match your unique requirements.
There is no one-size-fits-all investment management solution, which is why we prefer to take a more personalised approach.
Your journey with Ambient Wealth Management will start with a free consultation. This will allow us to get to know you, understand your financial goals, and build your investor personality.
From there, we will conduct extensive due diligence on your existing investment portfolio (if you have one).
These specific details are what we use to structure our recommendations on; allowing us to help manage and grow your wealth, whilst achieving optimal tax efficiency for you.
Our goal is to help you build a holistic financial plan, which is at the heart of every proven wealth management process. It’s this process that enables us to better manage and protect your wealth, ensuring you can achieve your short – and long-term investment goals.
Want to find out more about our investment management services? Leave us your details and we will contact you to arrange a free consultation.
Josh is an absolute excellent communicator. He helped me to understand finances and made the most of my investments!
March 06, 2024
From the very first contact with Josh I have found him to be thorough, transparent and highly professional. He is a very knowledgeable person who has never failed to answer any questions promptly, honestly and in clear language that is easy to understand. He also takes the time to explain, what can be complex information, in a clear and concise manner and makes sure that this is fully understood. Josh is highly experienced in both the Spanish and English financial systems so understands easily what is best for the individual to match their financial requirements and to be able to recommend the most tax efficient products.
From my own experience with Ambient Wealth I would not hesitate in recommending their services.
February 05, 2024
All my dealings with Josh have been informative and helpful. Both myself and my wife now use Ambient Wealth Management and have been very happy with the way they give a personnel touch.
March 26, 2024
We’re ready to answer any questions you might have and schedule an obligation-free meeting with an adviser. Leave us your details and an adviser will reach out at your requested time.
Alternatively, contact us direct
Telephone / WhatsApp: +34 658 077 450
Email: contact@ambient-wm.com
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Ambient Wealth Management, based in Spain, is an appointed representative of Adviser Platform Lda. Adviser Platform hold the appropriate licensing and regulatory permissions to operate and advise within the European Economic Area (EEA). Adviser Platform is EU authorised and regulated by the Insurance and Pension Funds Supervisory Authority Portugal (“ASF”) registration number 607124296.
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